401k Record

Providers › Guideline, Inc.

Guideline, Inc.

Plans listing this provider

217

0.38% of the 56,420 plans with Schedule H financials; 179 in 2023

Assets of those plans

$2,199,302,959

0.03% of all Schedule H plan assets

Plans where it is the recordkeeper

217

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Median direct compensation per participant, as recordkeeper

$36.36

across 214 plans that pay it a positive direct amount

Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.

Services reported

Service codeMeaningPlans
37Participant loan processing217
15Recordkeeping and information management216
16Consulting (general)216
27Investment advisory (plan)216
31Named fiduciary216
50Direct payment from the plan216
64Recordkeeping fees216
26Investment advisory (participants)215

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Anduril Industries 401(k) PlanrecordkeeperAnduril Industries $123,916,5403,520$14,434
Rippling 401(k) PlanrecordkeeperRippling $76,593,7212,663$58,080
Remote Technology 401(k) PlanrecordkeeperRemote Technology Services $49,955,2443,098$50,884
Applied Intuition 401(k) PlanrecordkeeperApplied Intuition $41,996,445664$25,328
Guideline 401(k) PlanrecordkeeperGuideline $35,194,579476$24,039
Scale AI 401(k) PlanrecordkeeperScale AI $34,314,2541,066$29,599
Anthropic PBC 401(k) PlanrecordkeeperAnthropic PBC $34,288,774803$12,171
Spring Care, Inc. 401(k) PlanrecordkeeperSpring Care $30,120,2591,276$24,177
Phdata 401(k) PlanrecordkeeperphData $27,429,185353$18,143
Lightsource Renewable Energy US LLC 401(k) PlanrecordkeeperLightsource Renewable Energy US $26,822,039347$18,636
Juniper Square 401(k) PlanrecordkeeperJuniper Square $26,304,375545$23,089
Flock Group 401(k) PlanrecordkeeperFlock Group $25,188,5981,050$15,909
Floqast 401(k) PlanrecordkeeperFloqast $25,129,881799$19,805
Red Canary 401(k) PlanrecordkeeperRed Canary $23,927,255554$20,091
Inspire11 401(k) PlanrecordkeeperInspire11 $21,551,341330$15,207
Facet Wealth, Inc. 401(k) PlanrecordkeeperFacet Wealth $21,058,169262$18,792
Astranis Space Technologies 401(k) PlanrecordkeeperAstranis Space Technologies $20,602,524528$15,956
Coreweave 401(k) PlanrecordkeeperCoreWeave $20,246,257683$7,763
Altruist Corp 401(k) PlanrecordkeeperAltruist $20,021,828453$13,648
Billiontoone 401(k) PlanrecordkeeperBillionToOne $19,555,715489$11,089
Forge Global 401(k) PlanrecordkeeperForge Global $19,060,313392$12,652
Alltrails 401(k) PlanrecordkeeperAlltrails $19,005,964243$12,280
Crunchtime 401(k) PlanrecordkeeperCrunchtime Information Systems $17,829,352341$13,832
Chainalysis 401(k) PlanrecordkeeperChainalysis $17,623,079501$20,184
Black Cape 401(k) PlanrecordkeeperBlack Cape $16,943,154184$10,761

Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.